dcollon

Update this morning on CP battle http://www.bloomberg.com/news/2012-05-17/ackman-slate-set-for-seats-as-canadian-pacific-ceo-leaves.html

I doubt it's Mr. Buffett based on the size, but who knows.

Awesome...thanks Zarley

Thanks for posting.

I was at the meeting and don't think the Bloomberg story depicts exactly what was said. I'm when someone produces their transcript, it will come out in a more understandable way.

Thanks for posting.

There are some interesting articles and information on their website http://www.richardchandler.com/home

Attached is Jeremy Grantham's latest commentary Grantham_April_2012.pdf

Attached is a quick snapshot of their debt listed on FactSet SHLD_Debt.pdf

Interesting comments. Thanks for posting the article.

Slightly off the direction of this thread, but thought some might like the attached So_Much_for_Snap_Decisions-_WSJ.pdf

I understand your point Hester. I was simply stating that the top line is not declining, although it might in the near future. Comp sales are certainly worth looking at for any retailer.

Best Buy's revenue is actually not dropping it's growing slightly and it's growing nicely on a per share basis. This obviously can change quickly. The release they put out this morning has good details for those that are interested in reviewing the quarter/year.

A new interview with Jamie Dimon http://video.cnbc.com/gallery/?video=3000080632

Detroit, Michigan

Myth, Depending on a person's views on the underlying business the following are interesting to me around current prices: HIG,a NXY,b I agree with your thoughts on FUR,d. There are certainly others that could become interesting, but in my opinion we have to have some panic again before they get to compelling prices.

I know how most feel about Jim Cramer, but I thought the attached comments were worth reading. Get_the_Little_Guy_Back_in_the_Conversation.pdf

It will be interesting to see how this (see attached) does. Bank_of_America_Tests_Rental_Program_as_Alternative_to_Foreclosure_-_NYTimes.pdf

From WSJ this morning if you missed it HEARD_ON_THE_STREET__BofA_Cant_Shake_the_Capital_Question_-_WSJ.pdf

kiwing, Thanks for posting the new memo

http://www.bloomberg.com/news/2012-03-21/buffett-seizes-lead-in-bet-on-stocks-beating-hedge-funds.html

Thanks for posting the article.

From February 14 http://www.advisorperspectives.com/newsletters12/pdfs/Bob_Rodriguez_on_the_Dangers_in_Todays_Markets.pdf

From Tom Brown at Bankstocks.com http://www.bankstocks.com/ArticleViewer.aspx?ArticleID=6460&ArticleTypeID=2

Chinese getting into the game (see attached) China_Forecasts_Soaring_Shale-Gas_Output_-_WSJ.pdf